Time is running out to make tax-deductible contributions in 2023. Review our year-end contribution guidelines.
Follow an organization you care about on social media and share one of their posts. Hearing directly from a nonprofit is one of the best ways to learn where they need help.
Get free money from your employer. Check your workplace benefits to see if your employer offers a matching gift program or incentives for volunteering through a Dollars for Doers program.
Open a donor-advised fund. It’s like a charitable investment account that could help you potentially give more and pay less in taxes. The Giving Account is an easy and inexpensive way to be more strategic about your giving.
Sign up to volunteer. Whether it’s a run/walk for charity, packing produce at a local food bank, or organizing a toy drive at your office, there are plenty of non-monetary ways you can make a difference. Get started by searching your favorite nonprofit’s website for upcoming volunteer opportunities.
Set a target budget for your charitable giving and make sure you stick to it by scheduling automatic, recurring donations. It’s easier to be strategic about your giving when it’s already included in your overall financial plan.
Look in your portfolio and consider giving beyond cash. If you have appreciated stock, it can be a prime asset to give since you could potentially minimize the capital gains on appreciation and give the full amount to a nonprofit. Check out this strategy
Connect with a nonprofit representative to learn more about their organization and mission, or review the nonprofit’s website and annual report to learn more about them. Nonprofits know where they could most use your help—and building connections is the best way to get started.
Caroline Vannatta | Fidelity Charitable donor
Give more and save more
Who doesn’t like the idea of reducing taxes and also having more to give? That’s exactly why so many generous people are turning to donor-advised funds to support their giving.
Boost your giving IQ
Wondering how to make your giving more satisfying and effective? Fidelity Charitable has four simple steps to boost your giving IQ, which will help you give even smarter.
Smaller, less-established organizations doing local work can be hard for donors to find. Our report, Charting for Impact, shares tips and a discussion guide to help you find organizations that have the potential to significantly impact local neighborhoods and communities.
If you’re writing checks to your favorite charities, having a high-income year, selling a business, or nearing retirement, there may be tax benefits you haven’t taken advantage of.
A late-night phone call gave Fidelity Charitable donors Peter and Kendra Amico a choice: Would they open their home to a teen in foster care? Their decision changed their family—and their giving—forever.
When 2020 saw an uptick in anti-Asian sentiment, Fidelity Charitable donors like James Liu stepped up to help.
Fidelity Charitable donor Charmaine Clay is creating a chain reaction of women empowering other women to succeed. It’s a legacy of mentorship she learned from her grandmother.
Involve your family in giving
The holiday season is a time for family and friends to gather together. This year, consider how you can bring your family together through giving
Ready to level up your charitable giving with tax-smart strategies or a deeper focus on the issues you care about? We have lots of resources to help you take the next step in becoming a more impactful giver.
Download and share our checklist with your friends and family to spread the goodness of giving back this holiday season.
Ready to get started?
Opening a Giving Account is fast and easy, and there is no minimum initial contribution.
Or call us at 800-262-6039
